Filed January 31, 2019 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299,485 | $89,753+233.7% | $107,525+178.5% | $84,808+253.1% |
| Participation rate | 97.1% | 68.1%+29.1pp | 75.1%+22.1pp | 68.3%+28.8pp |
| Annual return | 41.06% | 29.48%+11.6pp | 181.32%-140.3pp | 40.90%+0.2pp |
| Employer contribution / active EE | $3,789 | $3,113+21.7% | $3,754+0.9% | $2,631+44.0% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $6,695 | $7,222-7.3% | $8,919-24.9% | $7,344-8.8% |